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Japanese (NIKKEI) Residential REITs Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies6
  • 7D-0.1%
  • 3M4.0%
  • 1Y19.3%
  • YTDn/a

In the last week, Residential REITs has been flat. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

Has the Japanese Residential REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025JP¥1.5tJP¥138.3bJP¥58.7b24.5x25.8x10.9x
Fri, 28 Nov 2025JP¥1.5tJP¥138.3bJP¥58.9b24.5x26.1x11.1x
Sun, 26 Oct 2025JP¥1.5tJP¥137.8bJP¥58.5b23.8x25.5x10.8x
Tue, 23 Sep 2025JP¥1.5tJP¥137.3bJP¥58.2b23.8x25.6x10.9x
Thu, 21 Aug 2025JP¥1.4tJP¥134.1bJP¥56.4b23.4x25.3x10.6x
Sat, 19 Jul 2025JP¥1.3tJP¥134.1bJP¥56.4b21.8x23.8x10x
Mon, 16 Jun 2025JP¥1.3tJP¥134.3bJP¥56.4b21.1x23.4x9.8x
Wed, 14 May 2025JP¥1.3tJP¥132.1bJP¥55.0b21.2x23.2x9.7x
Fri, 11 Apr 2025JP¥1.3tJP¥130.1bJP¥53.4b22.2x23.6x9.7x
Sun, 09 Mar 2025JP¥1.2tJP¥125.3bJP¥52.6b24.3x23.5x9.8x
Tue, 04 Feb 2025JP¥1.2tJP¥125.3bJP¥52.6b24.6x23.6x9.9x
Thu, 02 Jan 2025JP¥1.3tJP¥125.3bJP¥52.6b25.4x24.2x10.2x
Sat, 30 Nov 2024JP¥1.3tJP¥125.1bJP¥52.5b25.8x24.5x10.3x
Mon, 28 Oct 2024JP¥1.3tJP¥123.7bJP¥52.2b27x25.6x10.8x
Wed, 25 Sep 2024JP¥1.4tJP¥129.3bJP¥54.6b24.4x26.1x11x
Fri, 23 Aug 2024JP¥1.4tJP¥128.7bJP¥54.4b25x26.3x11.1x
Sun, 21 Jul 2024JP¥1.4tJP¥128.7bJP¥54.4b24.7x25.8x10.9x
Tue, 18 Jun 2024JP¥1.4tJP¥128.7bJP¥54.4b24.7x25.9x11x
Thu, 16 May 2024JP¥1.5tJP¥127.0bJP¥53.1b27x28x11.7x
Sat, 13 Apr 2024JP¥1.5tJP¥126.6bJP¥52.8b26.4x27.5x11.5x
Mon, 11 Mar 2024JP¥1.3tJP¥126.2bJP¥52.6b24.2x24.9x10.4x
Wed, 07 Feb 2024JP¥1.4tJP¥126.2bJP¥52.6b26x26.9x11.2x
Fri, 05 Jan 2024JP¥1.6tJP¥146.3bJP¥61.7b24.8x26.1x11x
Sun, 03 Dec 2023JP¥1.6tJP¥147.0bJP¥61.9b24.8x26.4x11.1x
Tue, 31 Oct 2023JP¥1.7tJP¥143.9bJP¥61.2b26.9x27.1x11.6x
Thu, 28 Sep 2023JP¥1.7tJP¥143.2bJP¥60.6b26.9x28.3x12x
Sat, 26 Aug 2023JP¥1.7tJP¥141.3bJP¥59.8b27.5x29x12.3x
Mon, 24 Jul 2023JP¥1.7tJP¥141.5bJP¥59.8b27.3x28.9x12.2x
Wed, 21 Jun 2023JP¥1.7tJP¥140.4bJP¥59.4b27.9x29.4x12.4x
Fri, 19 May 2023JP¥1.7tJP¥139.8bJP¥59.2b27.5x28.6x12.1x
Sun, 16 Apr 2023JP¥1.6tJP¥138.5bJP¥58.2b27.3x28.1x11.8x
Tue, 14 Mar 2023JP¥1.6tJP¥136.6bJP¥57.3b27.3x28x11.7x
Thu, 09 Feb 2023JP¥1.6tJP¥136.6bJP¥57.3b26.4x27.7x11.6x
Sat, 07 Jan 2023JP¥1.6tJP¥136.6bJP¥57.3b27.6x27.9x11.7x
Price to Earnings Ratio

27.9x


Total Market Cap: JP¥1.6tTotal Earnings: JP¥57.3bTotal Revenue: JP¥136.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Residential REITs Industry Price to Earnings3Y Average 26.2x20242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Residential REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.2x.
  • The industry is trading close to its 3-year average PS ratio of 11.0x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Residential REITs industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does Japanese Residential REITs compare with similar industries?

JP Market-0.30%
Real Estate-0.072%
REITS0.40%
Residential REITs-0.12%
Healthcare REITs1.82%
Diversified REITs0.40%
Retail REITs0.25%
Industrial REITs0.22%
Office REITs0.13%
Hotel and Resort REITs-3.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8986 Daiwa Securities Living InvestmentJP¥114.10k0.7%
+JP¥1.9b		28.1%PB1.5x
3459 Samty Residential InvestmentJP¥116.50k0.8%
+JP¥767.5m		25.3%PB1.2x
8979 Starts Proceed InvestmentJP¥201.70k1.1%
+JP¥572.1m		16.1%PB1.2x

Latest News

3459
JP¥116,500.00
Samty Residential Investment
7D
0.8%
1Y
25.3%
3282
JP¥333,500.00
Comforia Residential REIT
7D
-0.4%
1Y
20.0%
8986
JP¥114,100.00
Daiwa Securities Living Investment
7D
0.7%
1Y
28.1%
3269
JP¥171,400.00
Advance Residence Investment
7D
-0.6%
1Y
17.2%

3269: Dividend Policy Shift And Governance Changes Will Support Stable Outlook

Analysts have raised their price target for Advance Residence Investment from ¥164,143 to ¥170,000, reflecting slightly lower discount rate assumptions and stronger expected revenue growth that more than offset a modest trim to forecast profit margins. What's in the News Announced a semi annual dividend of JPY 3,170 per share, payable on April 15, 2026, with an ex dividend date of January 29, 2026 and record date of January 31, 2026 (Key Developments) Classified the upcoming JPY 3,170 per share payout as a dividend decrease event, signaling a more conservative cash distribution stance (Key Developments) Approved amendments to the Articles of Incorporation at the 8th General Meeting of Unitholders held on October 27, 2025, indicating governance and structural updates (Key Developments) Valuation Changes Fair Value: Raised moderately from ¥164,142.86 to ¥170,000.00, reflecting improved fundamental assumptions.
8979
JP¥201,700.00
Starts Proceed Investment
7D
1.1%
1Y
16.1%
3226
JP¥134,400.00
Mitsui Fudosan Accommodations Fund
7D
-0.3%
1Y
14.5%